Opportunities and Challenges of HBM Technology in the Era of Large Models


Zhipu disclosed next-gen large model progress at its 2026 H1 earnings meeting: committed to a large base-model route, aiming for full-scale business use on launch day to solve impractical large models. Technical parameters not disclosed; will advance the underlying base.....
Apple announced that John Ternus, the head of hardware engineering, will take over as CEO on September 1, with Cook moving to Chairman of the Board. Ternus has 25 years of experience in hardware products and was involved in the development of iPhone, Mac, and other products. Artificial intelligence will be his top priority during his tenure. Analysts believe he faces challenges such as Apple's lagging AI development, slowing growth in service business, and rising supply chain costs.
Glassdoor data shows a significant decline in employee satisfaction with companies introducing AI. Between 2019 and 2026, the proportion of comments involving keywords such as AI and large language models increased by over 240%. However, positive reviews dropped from 81% to 43%, while negative reviews rose to 53%, reflecting a shift in workplace attitudes toward AI implementation towards the negative.
Google launched Gemini Omni1.1 Flash, an AI video model with up to 4K output, upgrading scene expansion, camera control, and efficiency for developers and creators. It supports direct scene extension, pushing multimodal video generation toward higher resolution and longer duration.....
Meta reportedly forecasts spending up to $10B annually on Anthropic AI models. Anthropic's Claude series builds technical moats in long-context processing, complex reasoning, and enterprise ecosystems. This potential spend reflects an intensifying capital race in the LLM arms race.....